You’re reading KD’s post from the Clari Blog. There are tons of ChatGPT use cases for sales reps, and in this article, we’ll give you some tips and tricks on using ChatGPT and some prompts that you can copy/paste immediately. Let’s Charge! How to Use ChatGPT for Sales ChatGPT is an LLM (large language model). Some of the most powerful uses for ChatGPT are what developers and data scientists can do with it to build apps and mine data. For most people, it’s basically AI that can write for you.But, it’s a major power for sales reps, too… if you know how to use it.ChatGPT responds when it receives a prompt. A prompt is a set of instructions or questions you write (or copy/paste) into ChatGPT. That’s the gist. Now, let’s get you set up with ChatGPT. Get ChatGPT if you don’t already have it For this article, you’ll need a ChatGPT account if you don’t have one. The free version is just fine. Get a ChatGPT account here.Once you have your account, it’s time to start prompting! Email prompts First up—email. As a sales rep, you likely spend about a third of your workday on emails. That’s a minuscule 700 hours per year—or about 10 trips from Earth to the moon. Lessen that burden by letting ChatGPT free up some of that moon travel time.Let’s write A COLD EMAIL! Why? Because that initial outreach is sometimes the hardest to compose. Note: We’ll create a cold email, but you can repurpose this prompt for any type of email you need: follow up, ask for a demo, etc. (More on repurposing below). How to write an effective email prompt To get the most out of ChatGPT’s writing—you need clear goals. What makes a good cold email? One that elicits a response…and does not elicit annoyance, right? Let’s use data to set some parameters for our cold email prompt.According to data, the most effective cold emails are:Personal: Personalizing an email increases response rates by 32.7%. Short and direct: We read 81% of emails on phones. Close with a question: Question CTAs increase response rates by 55%. And people are more likely to reply to a cold email than click a link in one. I guess we’ve all grown a bit weary of clicking links from senders we don’t know. Use a prompt to draft cold emails with ChatGPT I used the criteria above to create a ChatGPT cold email prompt. Be sure to personalize the prompt by filling in the [[placeholders]] before you send the prompt to ChatGPT. Also, it’s best to refine the responses you get from ChatGPT—it’s not perfect. ChatGPT doesn’t surf the web (not without plugins or other apps). Now, for the prompt. Copy/paste this somewhere on your computer to save it: Write a 2-line cold email to [[Prospect name]] at [[Prospect Company Domain]] about my company [[Your Company Domain]]. Make the email funny with an analogy or pun. Make this [[Your Company]] benefit relevant to [[Prospect Company]] or [[Prospect Name]]’s role, [[Prospect Title]]: [[Write your benefit here...]] Here’s what ChatGPT wrote when I asked it to email Andy Byrne, Clari’s CEO: Here are a couple of tips for email prompts:ChatGPT’s free version doesn’t scan the web, so you might be curious why I use company domains (URLs) in the placeholders above instead of company names. It’s because companies can have the same name—but not domain. So, if your target is GoodCompany.com, not GoodCompany.io — domains are the way to go. Specify the length you want by asking ChatGPT for a few sentences or set a word count limit, like, “no more than 100 words.” Ask ChatGPT for an analogy or pun when you want humor. It’s a language model, so it writes better language-based humor than contextual jokes. It’s also pretty good at TV or movie references as long as it’s a popular movie or show. (Fans of “The Office,” it’s good at Michael Scott references). You can also use email prompts for LinkedIn messages. Prospect research prompts While you spend 10 moon trips per year on email, you spend about 14% of your time on prospect research. If an hour was a foot — your time prospecting would stack as high as Big Ben.Let me show you how ChatGPT can help with research. Another way you can use ChatGPT for sales is to ask about the company’s values with a prompt like this (remember, save these prompts). What are [[Company Domain]] core values? Note that the above prompt will only work if your prospect’s company has been around pre-2021 (ChatGPT trained on web data pre-2021). You can also ask about your prospect’s job title and prospective goals: What do [[Prospect job title]] in [[Prospect industry]] care most about during an economic recession? Here’s an example of me using this prompt for tech CROs: LinkedIn comment prompts It can take up to 7 or 8 touches for a prospect to reply. You probably don’t want to send 8 follow-up emails—so you’ll need to show up on other mediums, too. It takes time to compose a thoughtful response to a prospect’s LinkedIn post. Let’s take a look at how ChatGPT can help. We’ll use a role-playing prompt for this: You’re a sales rep, and you’re writing a comment response to the following LinkedIn post. Make the response thoughtful and include a pun if possible. Here is the post: [[INSERT POST]]. Let’s use this example from the Prime Minister of Revenue himself, Andy Bryne: And check out ChatGPT’s response: Note that because we used ChatGPT to “roleplay,” it responds a bit differently. Notice the opening line, where it explains that it followed the roleplay instructions. Grammar and clarity prompts Last but certainly not least—use ChatGPT to enhance your writing. Check out these prompts to improve your writing: GrammarDid you know that 97% of people say that grammar errors and poor writing harm their perception of a brand? Use this prompt to avoid that!Rewrite this text and eliminate any grammar errors. Here is the text: [[Insert text]] Passive voicePassive voice is when the object of a sentence comes before the verb and subject. It’s like saying: The coffee was dropped by the intern. Instead of: The intern dropped the coffee. Subject Verb Object Intern Dropped Coffee Essentially, it makes your writing stuffy and unclear. Sometimes, passive voice is the better option (it’s rare, but happens). A good rule of thumb is to avoid using passive voice if you don’t know when it’s the best choice. Rewrite this text and change any instances of passive voice to active voice. Here is the text: [[Insert text]] Present participlesThese are verbs that end in -ing. When you use lots of -ing words in a sentence, the sentence can be difficult to read. Rewrite this text and change present participles to simple present tense. Here is the text: [[Insert text]] Final Thoughts Remember, these prompts are just templates! Treat them as such! Personalize them, add to them, subtract from them — make them your own. In fact, the more you tune, the better they’ll sound.
With all the talk about the near-mythical power of Chat-GPT, I figured I’d put it to the test and ask it the most important question in the world. And no, that question is not ‘Who is the best Spiderman?’ (The correct answer to this question is Tobey Maguire) Instead I asked, “How do I Run Revenue like a Pro?” Here’s what ChatGPT said + how I would approach these suggestions in Clari: To run revenue like a pro, you should follow these steps: Set clear revenue goals: The first step is to set clear revenue goals that align with your overall business objectives. This will help you focus your efforts and measure progress over time. Clari Workflow: Within the forecast module, it’s critical to input quarterly/monthly quotas from the top level all the way down to the rep level to ensure accountability towards the org wide targets. It also allows for key revenue metrics such as attainment percentages & pipeline coverage ratio targets to be measured, tracked, and reported upon. Track revenue regularly: You should track your revenue regularly to identify trends and patterns. This will allow you to make adjustments to your strategy and stay on track to meet your goals. Clari Workflow: Clari’s Pulse module makes it easy to visualize and identify week over week patterns in your business. With metrics that highlight WoW changes in Clari’s AI projection + an indicator of overall pipeline coverage, understanding in-quarter trends is easy! Analyze revenue data: It’s important to analyze your revenue data to understand where your revenue is coming from and identify opportunities for growth. This may involve segmenting your revenue by product, customer, or channel. Clari Workflow: Waterfall helps sales leaders make sense of the immense deal level data and enables them to ask questions of the business, like “How has my pipeline changed since our last forecast call?” A tedious, day-long sales ops exercise is now reportable within a few clicks. You can quickly understand the specific changes in your pipeline and more importantly, action on the data that is presented. Optimize pricing and sales strategies: To maximize revenue, you should optimize your pricing and sales strategies. This may involve experimenting with different pricing models, testing different sales channels, and refining your marketing messaging. Clari Workflow: Triangulating on the right strategy often requires strenuous testing and validation. Understanding pipeline conversion rates & identifying where certain deals may be dropping off is a critical aspect of shoring up revenue leak. Maybe you want to understand the success rate of deals being sourced from a specific marketing campaign. Just filter by lead source or campaign and get instant insight into the funnel conversion trends. Invest in customer retention: It’s more cost-effective to retain existing customers than acquire new ones. So, investing in customer retention strategies can help you maximize revenue over the long term. Clari Workflow: Net Dollar Retention has quickly become one of the most important revenue metrics. With CAC (Customer Acquisition Costs) rising, it is crucial to implement rigor around the customer retention and expansion process. Having a clear window into churn, expansion, and renewal predictions is mission critical to long-term success. Do you agree with ChatGPT’s response? Comment below what aspects of running revenue you find most important! P.S. Did you see a workflow that piqued your interest? Make sure to reach out to your Customer Success Manager or Account Manager for a more in depth conversation!
One way to improve your skills with AI — and subsequently save gobs of time — is to familiarize yourself with how these technologies work. Did you know that the “GPT” in ChatGPT isn’t just a name? It’s a type of technology. I asked GPT to explain what it means to a non-technical audience. Here’s the reply: GPT stands for "Generative Pre-trained Transformer.” Let's break it down: 1. Generative: It means that the model has the ability to generate text or other forms of output. In the case of ChatGPT, it can generate human-like responses to prompts or questions. 2. Pre-trained: Before being used for specific tasks, such as answering questions in a chat-based format, the model is trained on a large dataset. This training process helps the model learn patterns, grammar, and context from the text it is exposed to. 3. Transformer: The transformer is a type of neural network architecture that plays a key role in GPT models. It enables the model to understand the relationships and dependencies between words in a piece of text. Transformers have been successful in various natural language processing tasks, including language translation, summarization, and question answering. So, ChatGPT is an instance of the GPT model that has been specifically designed to generate responses in a conversational manner. It leverages pre-training and the transformer architecture to understand and generate text based on the input it receives.
"The Ultimate Guide to ChatGPT for Sales"
"A Crash Course on Chat GPT for Beginners" by Adrian Twarog (Youtube video)
GPT Best Practices: Six strategies for getting better results
"AI-powered marketing and sales reach new heights with generative AI"
"Large language models: The basics and their applications"
"Meet Claude: Anthropic’s Rival to ChatGPT"
"How does ChatGPT work?"
Report: The Economic Potential of Generative AI (McKinsey)
Please create your account below.
Clari customers and employees with an app.clari.com login can click the first blue Log in button below.
Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.
Please reach out at community@clari.com if you need any help to log in.
Not a member yet? Join the Clari Circle Community to learn about our products, fine tune your craft, and accelerate your revenue career.
Create an accountClari customers and employees with an app.clari.com login can click the first blue Log in button below.
Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.
Please reach out at community@clari.com if you need any help to log in.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
OKSorry, our virus scanner detected that this file isn't safe to download.
OK